Your Successful Retirement is Our Mission
Retirement matters. At Capstone Financial, we believe everyone deserves the chance to retire successfully. As an independent financial services firm, we are fiduciaries who put the needs of our clients first — always and without exception. We have dedicated our firm to providing comprehensive retirement plans to individuals, and retirement plan consulting to businesses and non-profit organizations.
We look forward to assisting you on your journey toward retirement with high-quality, fee-based advice and guidance.Contact Us
We can partner with your company in a co-fiduciary capacity to fulfill its retirement planning needs obligations, and requirements for every participant.
Individual Wealth Management
We can help you generate income in retirement, save for the future, and invest in low-cost, high-efficient options.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Earnings season can move markets. What is it and why is it important?
A letter of instruction provides additional and more personal information regarding your estate.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to estimate your capital gains tax.
This calculator may help you estimate how long funds may last given regular withdrawals.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
All about how missing the best market days (or the worst!) might affect your portfolio.
Women must be ready to spend, on average, more years in retirement than men.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Agent Jane Bond is on the case, cracking the code on bonds.
Understanding the cycle of investing may help you avoid easy pitfalls.
Here are five facts about Social Security that might surprise you.